Macbeth Scott in the Lake District is seeking a Financial Adviser to join an established independent financial planning practice. You will gradually take responsibility for an existing portfolio while developing new client relationships and delivering comprehensive financial planning.
You will work with high‑net‑worth clients on pensions, investments, protection, and retirement planning, supporting intergenerational wealth transfers and client events.
#J-18808-LjbffrFinancial Adviser for High-Net-Worth Families (Lake District) in Kendal employer: Recruitment Rebellion
de Lisle Financial Planning is an exceptional employer located in Northleach, Gloucestershire, offering a supportive and relationship-focused work environment. With a commitment to employee growth, the company provides fully funded professional qualifications and a structured pathway to becoming a regulated adviser, ensuring that you can build a long-term career in financial planning while receiving ongoing mentoring from experienced professionals. Join a team that values client-first approaches and fosters meaningful connections, making it a rewarding place to develop your skills and advance your career.
